HB Wealth Management’s CSX Corp CSX Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.58M Sell
79,034
-19,852
-20% -$648K 0.02% 322
2025
Q1
$2.91M Buy
98,886
+27,700
+39% +$815K 0.02% 299
2024
Q4
$2.3M Buy
71,186
+9,721
+16% +$314K 0.02% 261
2024
Q3
$2.12M Buy
61,465
+781
+1% +$27K 0.02% 267
2024
Q2
$2.03M Sell
60,684
-6,905
-10% -$231K 0.02% 260
2024
Q1
$2.51M Sell
67,589
-4,263
-6% -$158K 0.03% 212
2023
Q4
$2.49M Sell
71,852
-3,989
-5% -$138K 0.04% 197
2023
Q3
$2.33M Buy
75,841
+7,764
+11% +$239K 0.04% 190
2023
Q2
$2.32M Buy
68,077
+5,885
+9% +$201K 0.04% 184
2023
Q1
$1.86M Sell
62,192
-2,680
-4% -$80.2K 0.03% 200
2022
Q4
$2.01M Buy
64,872
+926
+1% +$28.7K 0.04% 194
2022
Q3
$1.7M Sell
63,946
-1,071
-2% -$28.5K 0.04% 194
2022
Q2
$1.89M Buy
65,017
+1,285
+2% +$37.3K 0.04% 180
2022
Q1
$2.39M Buy
63,732
+2,838
+5% +$106K 0.04% 163
2021
Q4
$2.29M Buy
+60,894
New +$2.29M 0.05% 148